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Using the app

Saved details

Save and prefill reusable form details: business, licence, customer, site, and other section blocks

Saved details (form details) are reusable blocks for the sections you type again and again. Use them for business details, licence details, installer blocks, tester blocks, provider details, and contact information.

Manage them on Saved details, next to your signature and business logo.

Tradie Forms Saved details page with the signature and logo cards above the form details list
Your signature and logo sit at the top. Saved form details are listed below and can be filtered by source template and detail type. The default set is marked so prefill knows which to offer first.

Where they appear

Form details appear only on sections that support them. Common examples include:

  • NSW fire safety declarant details
  • NSW asbestos clearance client and declarant details
  • ACMA TCA1 provider details
  • NT Gas Works business and gasfitter details
  • QLD plumbing responsible person, contractor, applicant, or tester details
  • QLD building competent person, inspector, certifier, owner, or licensee details
  • QLD fire safety contractor and licensee details
  • TAS plumbing plumber details
  • VIC pesticide operator and client details

The exact fields depend on the template.

Save form details

New form details are created from a form, not from the Saved details page. That way the fields go through the same validation as the form section.

Fill the supported section

Enter the business, licence, person, or provider details you want to reuse.

Select Save details

Open Save details from the section toolbar.

Name and save it

Give the details a clear name when needed, then save them to your personal or active team workspace.

You must be signed in to save form details.

Edit and delete

Open Saved details to rename, edit field values, set defaults, or delete existing entries.

Prefill form details

Open a supported section

Start the new form and open the section you want to fill.

Choose the saved details

Select Prefill, then pick the saved details or use the default.

Check this job

Confirm every imported value and update anything that is specific to the customer, site, or job before download.

Free users can save form details, but prefilling them on new forms requires Solo or Team.

Defaults

If you save more than one set of details for the same section, mark the one you use most as the default. The prefill picker shows the default first, but you can still choose another saved detail when the job needs it.

On Solo or Team, empty business, person, and licence blocks on new forms can fill from your defaults automatically. Turn that off under Settings with Automatically apply default saved details. Customer and site details still need Prefill so each job stays intentional.

Personal and team form details

  • Personal form details belong to your account
  • Team form details belong to the selected business workspace
  • Team members can use shared form details while the team workspace is active

Form details vs presets

Form detailsPresets
ScopeOne section or reusable blockWhole form
Best forLicence, business, contact, provider detailsRepeat job setup on the same template
PlanSave on Free, apply on Solo or TeamSolo or Team

Saved signature

Save and prefill your personal signature.

Business logo

Save your workspace logo and stamp it on forms.

Presets

Save and load full-form snapshots.

Form guides

Template-specific saved details notes.

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Share links

Send a completed PDF or request a signature with a link that expires

Saved signature

Save your signature to your account and prefill it on forms

On this page

Where they appearSave form detailsFill the supported sectionSelect Save detailsName and save itEdit and deletePrefill form detailsOpen a supported sectionChoose the saved detailsCheck this jobDefaultsPersonal and team form detailsForm details vs presets